Western Pacific Wealth Management, LP Purchases in Q3 2025

Western Pacific Wealth Management, LP

  • $95.6 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.13K
+ 5.33%
$174.36 - $254.72 $197K - $288K
22.3K $5.43M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.87K
+ 8.49%
$132.9 - $142.03 $647K - $692K
62.3K $8.77M
VIG
Vanguard Dividend Appreciation

ETFs
1.91K
+ 4.03%
N/A
49.4K $8.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
274
+ 2.86%
$459.11 - $506.91 $126K - $139K
9.85K $4.95M
MSFT
Microsoft Corp

Technology
47
+ 0.36%
$491.09 - $535.64 $23.1K - $25.2K
13.1K $6.77M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
158
+ 5.63%
$224.68 - $282.71 $35.5K - $44.7K
2.96K $827K
CRSP
Crispr Therapeutics Ag

Healthcare
2.8K
+ 560.0%
$48.51 - $68.14 $136K - $191K
3.3K $213K
CRM
Salesforce, Inc.

Technology
792
+ 40.78%
$231.66 - $273.65 $183K - $217K
2.73K $647K
AVGO
Broadcom Inc.

Technology
15
+ 0.72%
$264.74 - $369.57 $3.97K - $5.54K
2.09K $689K
META
Meta Platforms, Inc.

Communication Services
169
+ 3.25%
$695.21 - $791.73 $117K - $134K
5.37K $3.94M
SOUN
Soundhound Ai, Inc.

Technology
6K
New
$10.11 - $18.05 $60.7K - $108K
6K $96K
AMD
Advanced Micro Devices Inc

Technology
271
+ 19.82%
$134.8 - $184.42 $36.5K - $50K
1.64K $265K
IONQ
Ion Q, Inc.

Technology
1.1K
+ 550.0%
$36.79 - $75.14 $40.5K - $82.7K
1.3K $79K
HOOD
Robinhood Markets, Inc.

Technology
500
New
$91.27 - $143.18 $45.6K - $71.6K
500 $71K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
4.46K
+ 69.58%
$25.5 - $35.2 $114K - $157K
10.9K $277K
SHOP
Shopify Inc.

Technology
400
New
$112.11 - $157.12 $44.8K - $62.8K
400 $59K
SNOW
Snowflake Inc.

Technology
251
+ 62.75%
$191.73 - $241.0 $48.1K - $60.5K
651 $146K
ASML
Asml Holding Nv

Technology
11
+ 4.91%
$689.63 - $968.09 $7.59K - $10.6K
235 $227K
WTFC
Wintrust Financial Corp

Financial Services
3
+ 0.07%
$122.55 - $139.81 $368 - $419
4.24K $561K
UNH
Unitedhealth Group Inc

Healthcare
61
+ 18.15%
$237.77 - $353.61 $14.5K - $21.6K
397 $137K
VEEV
Veeva Systems Inc

Healthcare
76
+ 25.08%
$269.2 - $297.91 $20.5K - $22.6K
379 $112K
TYL
Tyler Technologies Inc

Technology
57
+ 34.13%
$522.22 - $611.76 $29.8K - $34.9K
224 $117K
APP
App Lovin Corp

Technology
20
New
$335.1 - $718.54 $6.7K - $14.4K
20 $14K
CPRT
Copart Inc

Consumer Cyclical
434
+ 22.94%
$44.6 - $49.97 $19.4K - $21.7K
2.33K $104K
SE
Sea LTD

Consumer Cyclical
44
New
$146.23 - $196.5 $6.43K - $8.65K
44 $7K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.4%
$291.67 - $316.99 $583 - $634
502 $152K
CVX
Chevron Corp

Energy
2
+ 0.53%
$145.57 - $161.83 $291 - $324
380 $59K
XOM
Exxon Mobil Corp

Energy
1
+ 0.14%
$105.83 - $117.22 $106 - $117
733 $82K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
5
+ 0.32%
$23.82 - $25.84 $119 - $129
1.58K $40K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2
+ 1.27%
$48.5 - $50.19 $97 - $100
159 $7K
BHP
Bhp Group LTD

Basic Materials
1
+ 2.0%
$48.67 - $56.22 $48.7 - $56.2
51 $2K
Gci Liberty Inc Com Ser C
823
New
N/A
823 $0
Mntn Inc Cl A
1K
New
N/A
1K $0
BP
Bp PLC

Energy
1
+ 1.85%
$30.25 - $35.69 $30.3 - $35.7
55 $1K
Ershares Private Public Crossover ETF
2.62K
+ 436.83%
N/A
3.22K $0
Coreweave Inc Com Cl A
200
+ 40.0%
N/A
700 $0
Nebius Group N.V. Shs Class A
400
New
N/A
400 $0
Oakmark U.S. Large Cap ETF
13.8K
+ 9.96%
N/A
152K $0
Cava Group Inc Com
550
New
N/A
550 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3
+ 1.4%
$26.38 - $27.95 $79.1 - $83.9
217 $5K
DIS
Walt Disney CO

Communication Services
2
+ 0.39%
$112.25 - $124.0 $225 - $248
509 $58K
NOW
Service Now, Inc.

Technology
10
+ 6.29%
$850.86 - $1044.69 $8.51K - $10.4K
169 $155K
HDB
Hdfc Bank LTD

Financial Services
1.07K
+ 100.0%
$34.14 - $78.94 $36.4K - $84.2K
2.13K $72K
Activity Summary
Buys All Purchases 44 New Holdings 9 Increased Positions 35 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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